Auto enrolment timeline

You can access the Auto Enrolment timeline from the At a Glance screen or from employees’ Auto Enrolment screen.

As employees progress through AE, the system automatically adds events to their timeline to provide a visual audit of their progress. From the timeline, you can also view any AE documents or emails sent to employees.

Go to Admin > Auto Enrolment > At a Glance) then click the required section.

A list of employees is then listed. Select View in the Timeline column.

As the employee progresses through auto enrolment, numerous events are automatically added to the timeline to show a visual audit of the employee’s auto enrolment progress. Any documents or emails sent to the employee will also be available from the timeline.

You can also add events to the timeline manually, using the Add Manual Event option. If you add:

• Ad hoc events, you can just add the date, a title and narrative text (500 characters maximum)

• Email and document events, you can also add the opt-out period start for employees with an appropriate status

Events added to the timeline manually have one or both of the following icons:

• An information icon, which you can click to view more details about the event

• A pencil icon, which you can click to edit the details about the event